A summary of recent investment returns for each of our investment options is provided below. Please remember that past performance is not a reliable indicator of future performance.

Super returns are based on taxable unit prices and are shown on this page after investment and asset-based administration fees and taxes. Pension returns are based on non-taxable unit prices and are shown on this page after investment and asset-based administration fees. Quarterly returns are not annualised.

Find out more about each investment option.

Returns in the tables below are updated quarterly. The following information relating to investment returns and performance for our investment options is also available:

 

Diversified investment options

  • Conservative option
    • Returns as at end of June 2017
      Super Pension
      Quarter (%) 0.93 1.11
      1 year (%) 4.57 5.29
      5 year (% pa) 5.48
      6.21
      10 year (% pa) 5.27 6.15
  • Moderate option
    • Returns as at end of June 2017
      Super Pension
      Quarter (%) 1.28
      1.46
      1 year (%) 6.63 7.60
      5 year (% pa) 7.19 8.15
      10 year (% pa) 5.57
      6.44
  • Balanced (MySuper) option
    • Returns as at end of June 2017
      Super Pension
      Quarter (%) 1.56 1.73
      1 year (%) 9.04 10.26
      5 year (% pa) 8.88
      10.00
      10 year (% pa) 5.62
      6.40
  • Growth option
    • Returns as at end of June 2017
      Super Pension
      Quarter (%) 1.78 1.95
      1 year (%) 11.50 13.03
      5 year (% pa) 10.58 11.73
      10 year (% pa) 5.69 6.30

 

Single asset class options

  • Cash option
    • Returns as at end of June 2017
      Super Pension
      Quarter (%) 0.47 0.54
      1 year (%) 1.88 2.19
      5 year (% pa) 2.17 2.62
      10 year (% pa) 3.35 3.98
  • Fixed Interest option
    • Note: The Fixed Interest option is not available to Retirement Access pension accounts or Defined Benefit accounts with investment choice.

      Returns as at end of June 2017
      Super
      Quarter (%) 0.63
      1 year (%) 1.16
      5 year (% pa) 3.21
      10 year (% pa) 5.21
  • Australian Shares option
    • Note: The Australian Shares option is not available to Retirement Access pension accounts or Defined Benefit accounts with investment choice.

      Returns as at end of June 2017
      Super
      Quarter (%) 0.16
      1 year (%) 12.25
      5 year (% pa) 11.53
      10 year (% pa) 4.67
  • International Shares option
    • Note: The International Shares option is not available to Retirement Access pension accounts or Defined Benefit accounts with investment choice.

       

      Returns as at end of June 2017
      Super
      Quarter (%) 4.07
      1 year (%) 17.53
      5 year (% pa) 15.11
      10 year (% pa) 5.50

 

Some important things you should keep in mind about investment returns

  • Past investment performance is not a reliable indicator of future performance.
  • Returns are not guaranteed and may be positive or negative, which means that the value of your super may rise or fall at any time. If returns are negative, this will reduce the value of your super.
  • The level of investment returns will vary and future returns may differ from past returns.
  • Investment returns are calculated by the change in unit price for each investment option over a specified period. Learn more about how unit pricing works.
  • The actual investment return that applies to your account will depend on the option(s) you are invested in and the timing of any transactions (e.g. switches, contributions, withdrawals) into and out of these options.

Looking for more information about investments?

Please refer to the Member Guide (PDS) and the Reference Guide: Invest your account or our Annual Report for more information about investments.